Quintin Hogrefe is a financial advisor with Summit Financial, LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Private Client Services and LPL Financial. Outside of his advisory work, he serves as a volunteer board member for the Gateway Huskers University of Nebraska alumni group and is Vice President of the Heron Bay Condo Owners Association board. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches to meet diverse client needs.

Brendan Kelly is a CFP® certificant with three years of experience in financial advising, currently with Foundations Investment Advisors LLC. Prior to joining Foundations in 2025, he worked at C2P Capital Advisory Group, LLC and has operated an advisory business under The Chamberlin Group since 2020. Outside of his advisory work, he is a part-time high school hockey coach. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing strategy, and offers services through a broad network of affiliated offices.

Ryan Turnquist is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Foundations, he worked at Vantage Point Financial and several other firms. Outside of his advisory role, he coaches youth lacrosse with Project Missouri Lacrosse. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Mark Beckrich is a financial advisor at Cornerstone Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Cornerstone Wealth Management and LPL Financial since 2012. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model utilizing LPL platform programs and technology to support a high client load across its 91 advisors.

Erion Kafazi is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 license and three years of industry experience. He has worked at Financial & Tax Architects since 2021 and previously held roles at Globe Life Liberty National Division and other companies. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” with monthly account reviews and offers sub-advisory services to other registered investment advisers.

Cody Surma is an Associate Advisor at Transce3nd LLC with two years of industry experience. His prior roles include client coordination at e3 Wealth and advisory positions at Madison Avenue Securities and MCS Wealth Management. He has also worked in educational roles at Webster University and University High School. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation process using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and proprietary tools.

Adam Hartz is a financial advisor at Victory Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Outside of his advisory role, he serves as a campus elder at Canaan Baptist Church and acts as a trustee for his parents' trust. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and offers a combination of fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Ethan Silverman is a financial advisor at Summit Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Private Client Services. In addition to his advisory role, he offers insurance products through multiple companies, including an affiliated firm of Summit. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm provides investment advisory and portfolio management programs, financial planning, retirement plan advisory services, and access to alternative investments, operating a combination of discretionary and consultative investment approaches.

Scott Vieregge is a financial advisor at Visionary Wealth Advisors, LLC in O'Fallon, Illinois, with 11 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory-based asset allocation framework, offering both firm-designed and independent third-party managed portfolios.

John James is a financial advisor at Copper Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Stifel, Raymond James & Associates, and Morgan Keegan & Company. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and other affiliated program credit unions, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and a model-based wrap program. The firm works with both individual and institutional clients and emphasizes fiduciary responsibility and due diligence in its advisory model.

Brian Boehle is a financial advisor with Cornerstone Wealth Management, LLC, based in Des Peres, MO. He holds Series 63 and Series 66 credentials and has 26 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Cornerstone Wealth Management serves a broad client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a combination of fundamental, quantitative, and qualitative analysis with continuous, tailored account supervision and supports over 12,000 clients through a team of 93 advisors.

Brian Forbush is a financial advisor with Lanark Financial, Inc. in Imperial, MO, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior experience includes seven years at Wells Fargo Clearing Services and roles in staffing firms Robert Half International and Executive Staffing. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, institutions, and retirement plans. The firm manages approximately $1.78 billion in client assets through multiple advisor teams, offering both discretionary and non-discretionary arrangements along with program-based accounts and various overlay management services.

Nora Hans is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Principal Advised Services and First Command Brokerage Services, Inc. Outside of her advisory role, she creates and sells digital planners and art through online platforms. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach.

David Zofness is a ChFC® with 39 years of industry experience, currently with CreativeOne Securities, LLC. He previously worked at Ameritas Investment Corp for 17 years and has been associated with Edwin R. Cohen & Associates, LP since 1983. Outside of his advisory role, he is active as an insurance agent involved in the sales of fixed and index annuities as well as life, health, long-term care, and disability insurance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management using a proprietary advisory platform and access to third-party managers.

Frank Delurgio is a Certified Financial Planner® with 48 years of industry experience, currently serving at BFC Planning, Inc. since 2012. He is also associated with Berthel Fisher & Company Financial Services, Inc. and operates Vetta Financial, LLC, which provides financial and retirement planning services as well as insurance sales focusing on fixed annuities. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platform arrangements and investment strategies tailored by its advisers.

Chad Hemphill is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at multiple firms, including LPL Financial and Panoptic Wealth Advocates, and is involved in a tax consulting business outside of his advisory role. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for nearly 17,800 clients. The firm offers a combination of discretionary and consultative investment management services, financial planning, and retirement plan advisory, with customizable strategies that include third-party managers and alternative investments.

Amy Dinges is a financial advisor at MissionSquare Retirement with seven years of industry experience. She holds a Series 66 designation and has worked at Icma Rc since 2018, previously spending four years at PayCheck. Outside of her advisory role, Amy works as a shopper for Shipt, a personal shopping service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm utilizes investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Julia Ravensberg is a Series 66-licensed financial advisor with CreativeOne Securities, LLC, bringing four years of industry experience. She previously worked at RZA Wealth Management and spent five years as a homemaker. Outside of her advisory role, she is involved with Ravensberg, LLC, a construction-related business where she serves as a payroll associate. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through its network of 127 advisors. The firm offers a combination of financial planning, portfolio management, fiduciary services, and access to third-party manager programs, utilizing project-based planning and ongoing asset management via its proprietary platform.

Ronald Jones is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers a range of model portfolios and management options tailored to client preferences.

Steven Perrmann is a financial advisor at Transce3nd LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Madison Avenue Securities, AE Wealth Management, Kalos Management, and National Planning Corporation. Outside of his advisory roles, he has engaged in writing and recording personal music since 1990. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers via AE Wealth Management’s platform.